Adding users
1 In the left tree, click Users under the customer account. If you are not using customer accounts, click Users under the System account.
A list of current user names appears.
2 Click New User. The User Administration dialog opens.
The maximum length of the user name is 128 characters.
4 On the next dialog, select the roles, projects, and activities to which the user should be added, and then click OK. If you are creating an interviewer account, you must assign that user to the CATIinterviewer role if you want UNICOM Intelligence Interviewer to take interviewer qualifications into account when assigning calls to that interviewer.
5 If user property groups exist for the role you have chosen, a dialog opens for each group listing the properties that can be set within that group.
▪To assign properties, select them in the Options lists.
▪To cancel a property assignment, click the checkbox for that property.
▪Click OK when you are ready to continue. If there is more than one property group, the Assign User Properties dialog is displayed for the next property group; otherwise you are returned to the main user details dialog.
6 Click OK to create the user account.
See also